BOSTON, September 28, 2021--(BUSINESS WIRE)--Integrated Partners, a national financial planning and registered investment advisory firm, has appointed a new senior vice president of business development and financial advisor recruiting – Jason Catlender.
A financial services industry veteran who previously held vice president roles at LPL Financial, Bank of America Merrill Lynch, and JP Morgan, Mr. Catlender will be responsible for recruiting firms and advisors primarily on the East Coast for Integrated Partners in his new role.
"Jason brings a tremendous depth of experience working with and supporting advisors to Integrated Partners and we’re looking forward to adding his talents to the team," said Robert Sandrew, Integrated Partners’ Chief Growth Officer. "To sustain our industry-leading growth trajectory, we need brand-champions onboard who understand why advisors join us and how we serve them so effectively, putting them first, no matter what."
During his six-year tenure at LPL Financial, Mr. Catlender was responsible for building relationships with financial advisory executives and solving their custody, clearing, trading and growth needs, among other things. By the numbers: while at both LPL Financial and Bank of America Merrill Lynch, Mr. Catlender oversaw the addition of more than $48 million in revenue and about $9 billion in new assets for these firms.
Mr. Catlender holds a bachelor’s degree in Economics and Business Administration from the University of New Hampshire.
Integrated Partners was named the fastest-growing financial advisor firm this year by SmartAsset.
For more information, visit integrated-partners.com.
For a discreet inquiry about possibly joining Integrated Partners’ financial advisory ranks, please call or text Rob Sandrew on his cell: 617-320-7752.
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
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